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Figure AI

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Figure AI develops general-purpose humanoid robots for industrial and commercial work.

sentiment mix
bull 63%bear 21%neu 16%

funding rounds

private markets
latest round
Primary
Sep 2025 | > $1B
post-money valuation
$39B post-money
+1,400% vs 2024 round
total raised
$1.7B+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Primary
Feb 2024
$675M
Primary
Sep 2025
> $1B
lead investors
  • Brookfield Asset Managementlead
  • Intelco
  • Macquarie Capitalco
  • Nvidiaco
dateroundamountvaluationinvestors
Sep 2025Primary> $1B$39B post-moneyBrookfield Asset Management, Intel, Macquarie Capital, Nvidia, Parkway Venture Capital, Qualcomm, Salesforce
Feb 2024Primary$675M$2.6B post-moneyJeff Bezos, Microsoft, Nvidia, Intel, OpenAI Startup Fund

signal summary

latest high-conviction thesis
Adcock bets AGI arrives first in humanoids via physical interaction with the world▾

Human intelligence is built via trial-and-error with the physical environment; humanoids are the last piece for real AGI because they generate the interaction data pure LLMs lack.

brett adcockT1Sourcery VC2026-06-19
confidence 88 / 100impact High
key themes
  • Robotics & Physical AI87%
  • AI Infrastructure73%
  • Space Economy53%
  • Semiconductors40%
  • AI Agents33%

bull thesis · 12

71 / 100
  • •Isaacman: Figure humanoid robots also candidates for early Moon deployment
  • •US ban on Chinese humanoids could be bullish for Figure secondary demand
  • •Hosts Identify Figure And 1X As Humanoid Leaders With Billions Raised Awaiting Commercial Deployment

bear thesis · 4

41 / 100
  • •Alex hot take: Harkc is financial engineering for Brett Adcock to increase Figure equity via reverse acquihire
  • •Figure AI's slow walking demos pale against Chinese robots' record-breaking Olympic feats
  • •Alex hot take: Brett Adcock's Harkc is a recapitalization vehicle to increase equity in Figure via reverse acqui-hire

company research · 4 videos

mentions · 19

Limitless PodcastRobots Have Officially Surpassed Humans1 mentions · 0▲ 1▼ 0○ · last month
0:005:0010:0015:0020:00
Peter H. DiamandisGoogle’s Consciousness Paper, Emad Wins Oxford AI Personhood Debate, and SpaceX’s $1T by 20304 mentions · 0▲ 2▼ 2○ · 2 months ago
0:0025:0050:001:15:001:40:00
TBPNU.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
TBPNRobot Bans, Zuck Op-Ed, Open Letter, eBay Settles1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Peter H. DiamandisJared Isaacman: NASA's Moon Base by 2028, Optimus Robots on the Moon, The Truth About UFOs | Ep #2741 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
Peter H. DiamandisGrok 4.5 vs gpt-5.6, Apple Sues OpenAI, and China Catches up to Elon | #2701 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0017:0035:0052:001:10:00
Dumb Money LiveGTA 6 Launch Trade: Boom or Bust for Take Two?1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0016:0032:0048:001:05:00
Peter H. DiamandisSonnet 5 Drops, China’s $4,900 Robot, Fusion’s First Plant Gets Licensed W/ Philip Johnston | #2681 mentions · 1▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
itnigSpaceX a bolsa, THEKER levanta $85M y ANTHROPIC genera polémica | Tertulia de itnig1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0027:0055:001:22:001:50:00
Sourcery VCFigure CEO Brett Adcock on giving robots human-like common sense1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
Asymmetric InvestingHot Startups in 2026: How to Buy SpaceX, Anthropic, Figure & More1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
TBPNCerebras IPO, Warshtime, VC Infighting, H100s in China, Robot Monkey Business1 mentions · 0▲ 1▼ 0○ · 4 months ago
0:0051:001:42:002:33:003:25:00
Peter H. DiamandisDemis Hassabis on AGI, Robots Scale Production, and Elon’s $1T Mars-Shot Comp | EP 2531 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0011:0022:0033:0045:00
itnigTerafab, mercado del software y el gran problema de las startups | Tertulia Itnig1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:0022:0045:001:07:001:30:00
Limitless PodcastNVIDIA Announces the End of OpenClaw (NemoClaw)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00